Who We Are
Founded by Bob James and shaped with the help of his son and successor Tom into an international financial services firm, Raymond James matches sophistication with an enduring personal approach to help people in pursuit … of happiness, of the future, of success as they define it.
Our mission has always been to meet the investment and financial planning needs of individuals, which was novel in 1962. When Raymond James opened its doors, most firms were focused on little more than selling stocks and mutual funds. More than 50 years later, we’re proud that we continue leading the way.
By the Numbers
- Founded in 1962; public since 1983
- 125 quarters of consecutive profitability*
- Approximately 7,900 financial advisors
- Approximately $796 billion in client assets
*As of 3/31/2019. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock
By the Numbers
- RJF shareholders’ equity of $6.1 billion
- Market capitalization of nearly $11.3 billion
- More than 2x required regulatory capital
- Top-10 municipal underwriting firm**
- Equity research coverage of 1,200 companies
*As of 3/31/2019. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.
**Source: Bloomberg. Based on overall par amount. **This summary may not be representative of the experience of other clients and is no guarantee of future performance or success.
Our Areas of Expertise
Leveraging our extensive service and product offerings, our financial advisors design custom wealth management strategies tailored specifically to your objectives. It all begins with a step-by-step process designed to help you ask and answer key questions, a process developed and refined over more than 50 years of helping uniquely successful individuals and their families.
We offer investors direct access to our people – from top professionals to senior leaders – through:
- Dedicated wealth management consultants, who provide tailored advice and analysis
- Experienced portfolio strategy consultants, who offer unbiased ideas and top-down assessment of client and prospect portfolios
- Product professionals, who offer industry-leading perspective in a variety of disciplines and make recommendations on a client-by-client basis
- The By Invitation Only program, which gives clients and prospects the opportunity to meet with firm leaders and product professionals one-on-one
Investment Management & Consulting
A broad offering of sophisticated investments from separately managed accounts and structured products to fixed income and more.
A wealth of opportunities across our robust Capital Markets discipline, including access to powerful foreign exchange strategies.
An array of institutional-quality strategies, including commodities, hedge funds, private equity and real estate.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
Trust & Estate Planning
A thoughtful approach to a lasting legacy that includes trust services and administration, donor advised funds, and philanthropic and planned giving strategies.
Trust services available through our affiliate Raymond James Trust, N.A.
Cash Management & Lending
A suite of options designed to simplify your life from securities-based lending to mortgage programs available in Raymond James Bank’s Private Wealth Mortgage Channel.
Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.
A tradition of planning, growing and protecting your assets that incorporates family office services, family governance, business planning, risk management and more.
Who We Serve
Driven by resultsWhatever your unique needs and aspirations may be, our sophisticated financial service relies on a strong partnership with you and an in-depth understanding of your current situation and ideal financial future.
You’re likely familiar with the challenges of family wealth, which is why we make it our priority to handle all matters related to it – from managing and preserving to giving and legacy building – leaving you free to focus on the family. Our services include:
- Asset management
- Tax strategies
- Education planning
- Charitable giving
- Estate and legacy planning
In addition to its privileges, your professional success is accompanied by certain complexities and responsibilities. To help you manage them, we offer you expertise and strategies for:
- Concentrated equities
- Income tax awareness
- Risk management
- Share repurchasing
- Corporate benefits planning
- Executive benefits
- Employee retirement plan programs
Given how much you’ve put into your business, our goal is to ensure you get just as much back with a full range of services to help you grow, protect and ultimately transfer your greatest asset, including:
- Business succession planning
- Retirement plans
- Asset preserve
- Risk management
- Transition plan strategy
- Estate and tax planning
- Capital markets
- Sale of business
Athletes, Artists and Entertainers
Success like yours is rare, and we can help you make the most of it with support to help address every facet of your finances. From strategies designed to preserve your income to guidance for your next opportunity, we can assist you with:
- Tax planning
- Risk analysis and management
- Retirement planning
- Disability insurance
- Asset preserve
In good times or bad, a significant wealth event will always require careful management to help you preserve your wealth, provide income for your lifestyle and build your legacy. Our private wealth services can help you manage the wealth you receive through:
- Sale of a business
- Sale of real estate or other family asset
- Capital markets transaction (e.g., IPO)
- Substantial inheritance
- Lump-sum retirement payout
- Legal settlement
- Exercise of stock options
- Unexpected windfall
Private Institutional Clients
Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. Helping stewards of profound wealth capitalize on success is the sole focus of the Private Institutional Client (“PIC”) desk. Taking an institutional approach, PIC leverages the extensive resources and capabilities of its professional team to generate sophisticated investment and capital markets-based solutions.
- Co-investment opportunities
- Opportunistic direct equity investments
- Private debt syndication
- Manager seeding opportunities
- Specialized investment strategies
- Structured capital markets and lending transactions
What Makes Us Different
Our firm is proud to carry out a legacy of high-quality, client-first service. We strive to ensure our financial advisors have sophisticated resources and capabilities at their disposal, combined with an open-architecture model and the independence to serve clients how they know best.
About Raymond James
Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word investments after his name.
Privacy, Security & Account Protection
We recognize the trust you place in us when you disclose personal information. To maintaining that trust, Raymond James has a dedicated Privacy Office committed to the privacy and protection of your personal information entrusted to us. From technological safeguards to employee policies and operating procedures, we maintain constant vigilance where your privacy is concerned.
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